SPONSORS & EXHIBITORS
A leading provider of annuities and life insurance, Allianz Life Insurance Company of North America (Allianz) bases each decision on a philosophy of being true: True to our strength as an important part of a leading global financial organization. True to our passion for making wise investment decisions. And true to the people we serve, each and every day.
Through a line of innovative products and a network of trusted financial professionals, and with over 3.6 million contracts issued, Allianz helps people as they seek to achieve their financial and retirement goals. Founded in 1896, Allianz is proud to play a vital role in the success of our global parent, Allianz SE, one of the world’s largest financial services companies.
While we are proud of our financial strength, we are made of much more than our balance sheet. By being true to our commitments and keeping our promises we believe we make a real difference for our clients. It’s why so many people rely on Allianz today and count on us for tomorrow – when they need us most.
Founded in 2002, Magellan Financial is an Independent Marketing Organization dedicated to helping independent financial professionals elevate their practice. Our philosophy is simple. We believe that if you get in front of more people this week, this month, this year, than last week, last month, last year — your business will grow.
As a leading provider of annuities, we see our products as more than just contracts. Our annuities are transparent and easier to understand, so you always know what to expect. And whether you want to protect your savings, accumulate more or leave a legacy for your loved ones, we’re here to help get you on the road to reaching your goals.
We’re the people who collaborate with financial advisors and agents to ensure prosperity. We help them find the product that best serves client needs. Working together with agents, we become something greater; we become agents of possibility, agents of empowerment, agents of stability and confidence in a volatile world. Join the 700,000 other people protected who have trusted F&G to help them prepare for their futures.
Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $261 billion in assets under management as of September 30, 2019. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, Lincoln was recognized by Forbes as one of the Best Large Employers, Best Employers for Diversity, and Best Employers for Women. Lincoln also earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index.Learn more at: www.LincolnFinancial.com. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com.
Innovator Capital Management LLC currently manages approximately $10.1 BLN in ETF AUM and has a legacy of innovative investment solutions. The firm is headed by the founders of PowerShares (now Invesco), the 4th largest ETF provider in the world. In 2018, Innovator launched the world’s first Defined Outcome ETFs.
BlackRock, founded in 1988, is a leader in risk management with a singular mission to help clients experience financial well-being. At the core of everything we do is quality, value and choice. We strive to deliver quality and value across our suite of model portfolio solutions made up of mutual funds, ETFs or a combination of both. These solutions are available across traditional and ESG portfolios and designed for both taxable and non-taxable accounts, all backed by our proprietary Aladdin risk technology.
White Glove is a tech-enabled marketing services company dedicated to helping financial advisors grow their business. White Glove's proprietary Done-For-You platform provides financial advisors access to successful marketing solutions to help get them in front of more clients. Through its core service offering of seminars, webinars, one-on-one workshops, social impression management, podcasts and other digital media, White Glove's Done-For-You model removes the stress from marketing and frees up time to allow financial advisors to do what they do best — service clients. White Glove's seminars and webinars are backed by a Quadruple Guarantee, meaning advisors pay only for performance.
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, Dimensional builds and manages strategies to help clients pursue higher expected returns. The firm works closely with leading financial academics to identify new ideas that may benefit investors and applies a dynamic investment process that integrates advanced research with careful portfolio design and implementation, while balancing the investment tradeoffs that can impact returns. Over the years, Dimensional has created a full suite of global equity and fixed income strategies in response to new research and evolving client needs.
Dimensional is headquartered in Austin, Texas, and maintains trading offices in North America, Europe, and the Asia-Pacific region. As of June 30, 2022, Dimensional and its affiliates manage $575 billion in USD for investors worldwide.
Valor Capital Management is an SEC registered investment adviser firm operating as a Turnkey Asset Management Program (TAMP). Valor subscribes to an evidence-based investment management philosophy and offers exclusivity as one of 16 approved TAMPs with Dimensional Fund Advisors. It provides a range of investment offerings, including more than 20 portfolios consisting of Dimensional proprietary mutual funds and a best-in-class ETF portfolio line, with performance reporting accessible on Morningstar. Portfolios are designed to deliver tax-efficient, low-cost and broad diversification for various account sizes, tax qualification types and volatility profiles.
Clarity Insurance Marketing (Clarity) is a best interest-focused insurance marketing organization (IMO) that facilitates advanced product screening, selection and support for all lines of fixed insurance products, such as fixed and indexed annuities, single premium and traditional life insurance and asset-based long-term care products. It works to create efficient back-office support and quality service standards to help advisors issue new business quickly, accurately and effectively. Clarity is dedicated to the implementation of best interest practices for the use of its insurance products—effectively mitigating risk for institutions, their advisors, and ultimately American families nationwide through sophisticated case design, product selection and implementation of insurance solutions as financial planning tools.
Prosperity Capital Advisors is a planning-first, SEC registered investment adviser (RIA) that equips advisors with an array of fee-based financial planning and investment solutions to meet their individual clients’ unique needs. It offers advisors a full-service, open architecture investment platform for turnkey asset management as well as tools and resources to build holistic financial plans. Prosperity Capital Advisors is custodian agnostic and provides affiliated advisors extensive support, advanced portfolio analytics and reporting, investment product due diligence and selection, and more.